See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,582 | $131,829+3.6% | $108,579+25.8% | $273,961-50.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 14.56% | -91.57%+106.1pp | -51.70%+66.3pp | 41.45%-26.9pp |
| Employer contribution / active EE | $1,313 | $4,912-73.3% | $3,758-65.1% | $4,869-73.0% |
| Participant deferral / active EE | $6,268 | $5,127+22.3% | $4,311+45.4% | $5,287+18.6% |
| Admin fee / account holder | $2,479 | $10,252-75.8% | $7,645-67.6% | $10,132-75.5% |